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Disclosery

Cooper Financial Group: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cooper Financial Group on INTU, newest first. How the timeline and the estimate are built.

Cooper Financial Group held 2,920 INTU shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,920 shares
    Change vs previous 13F -1,173 shares

    0.06% of the 13F portfolio, value $805,124.

    13F-HR 0001214659-26-012638 filed by Cooper Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,093 shares
    Change vs previous 13F +1,800 shares

    0.09% of the 13F portfolio, value $1,068,201.

    13F-HR 0001214659-26-008330 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,293 shares
    Change vs previous 13F +288 shares

    0.1% of the 13F portfolio, value $991,393.

    13F-HR 0001214659-26-004376 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,005 shares
    Change vs previous 13F -15 shares

    0.14% of the 13F portfolio, value $1,328,393.

    13F-HR 0001214659-26-000245 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,020 shares
    Change vs previous 13F +259 shares

    0.15% of the 13F portfolio, value $1,379,360.

    13F-HR 0001214659-25-014742 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,761 shares
    Change vs previous 13F -264 shares

    0.16% of the 13F portfolio, value $1,387,198.

    13F-HR 0001214659-25-010548 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,025 shares
    Change vs previous 13F +33 shares

    0.16% of the 13F portfolio, value $1,243,133.

    13F-HR 0001214659-25-007409 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,992 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,251,692.

    13F-HR 0001214659-25-000471 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).